Shell plc
SHEL- Exchange
- NYSE
- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0001306965
No open-market purchases or sales by Shell plc insiders were filed in the last 90 days; 1,531 institutions reported holding it in 13F filings for Q2 2026, worth $28.8B in total; Semper Augustus is the only superinvestor holding it.
Other share classesRYDAF
13F holders, Q4 2024
Institutional positions in Shell plc as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,383
- +53 vs. Q3 2024
- Shares held
- 379.2M
- +19.2M (+5.3%) vs. Q3 2024
- Total value
- $23.8B
- +$53.0M (+0.2%) vs. Q3 2024
- New holders
- 156
- 428 more added
- Sold out
- 103
- 538 more reduced
24 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SHEL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,531 | $28.8B |
| Q1 2026 | 1,596 | $34.5B |
| Q4 2025 | 1,456 | $26.5B |
| Q3 2025 | 1,393 | $25.9B |
| Q2 2025 | 1,396 | $26.6B |
| Q1 2025 | 1,418 | $28.5B |
| Q4 2024 | 1,383 | $23.8B |
| Q3 2024 | 1,354 | $23.8B |
| Q2 2024 | 1,387 | $25.6B |
| Q1 2024 | 1,345 | $22.6B |
| Q4 2023 | 1,315 | $21.6B |
| Q3 2023 | 1,265 | $21.0B |
| Q2 2023 | 1,205 | $18.6B |
| Q1 2023 | 1,194 | $17.3B |
| Q4 2022 | 1,185 | $15.9B |
| Q3 2022 | 1,099 | $14.2B |
| Q2 2022 | 1,125 | $15.3B |
| Q1 2022 | 988 | $15.3B |
| Q4 2021 | 12 | $8.81M |
| Q3 2021 | 6 | $175.1K |
| Q2 2021 | 5 | $154.5K |
| Q1 2021 | 5 | $149.9K |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 11,735 | $735.2K | 0.02% | +3,159+36.8% | Added |
| Tiaa Trust, National Association | 11,709 | $733.6K | 0.00% | −1,134−8.8% | Reduced |
| Busey Wealth Management | 11,695 | $732.7K | 0.02% | −407−3.4% | Reduced |
| Schnieders Capital Management LLC | 11,660 | $730.5K | 0.14% | −100−0.9% | Reduced |
| Gratus Wealth Advisors, LLC | 11,650 | $729.9K | 0.12% | −289−2.4% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 11,635 | $728.0K | 0.28% | +11,635 | New |
| Evoke Wealth, LLC | 11,609 | $727.3K | 0.02% | +10+0.1% | Added |
| Proequities, Inc. | 10,920 | $720.2K | 0.04% | +315+3.0% | Added |
| AE Wealth Management LLC | 11,489 | $719.8K | 0.01% | −826−6.7% | Reduced |
| Pines Wealth Management, LLC | 11,043 | $717.1K | 0.31% | +11,043 | New |
| Ingalls & Snyder LLC | 11,373 | $713.0K | 0.03% | −20−0.2% | Reduced |
| Crestwood Advisors Group LLC | 11,369 | $712.3K | 0.01% | +1,556+15.9% | Added |
| Mount Yale Investment Advisors, LLC | 11,323 | $709.4K | 0.06% | −528−4.5% | Reduced |
| Wedmont Private Capital | 10,920 | $709.1K | 0.04% | −166−1.5% | Reduced |
| GW Henssler & Associates Ltd | 10,727 | $707.4K | 0.04% | 00.0% | Unchanged |
| Norden Group LLC | 11,154 | $698.8K | 0.08% | −759−6.4% | Reduced |
| Senator Investment Group LP | 11,129 | $697.2K | 0.02% | −488,871−97.8% | Reduced |
| Gryphon Financial Partners LLC | 11,107 | $695.8K | 0.10% | −13−0.1% | Reduced |
| Trust Co of Toledo NA | 11,094 | $695.0K | 0.09% | −657−5.6% | Reduced |
| Founders Financial Securities LLC | 11,068 | $693.4K | 0.06% | +242+2.2% | Added |
| Hancock Whitney Corp | 11,039 | $691.6K | 0.02% | +2,459+28.7% | Added |
| First Horizon Advisors, Inc. | 11,022 | $690.6K | 0.02% | −403−3.5% | Reduced |
| Capital Investment Advisors, LLC | 11,015 | $690.1K | 0.01% | −245−2.2% | Reduced |
| Quinn Opportunity Partners LLC | 11,000 | $689.1K | 0.05% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 10,900 | $682.9K | 0.10% | 00.0% | Unchanged |
| Horizon Investments, LLC | 10,829 | $678.4K | 0.02% | +226+2.1% | Added |
| Aull & Monroe Investment Management Corp | 10,827 | $678.3K | 0.35% | −303−2.7% | Reduced |
| Brucke Financial, Inc. | 10,258 | $675.5K | 0.58% | +10,258 | New |
| Birmingham Capital Management Co Inc | 10,778 | $675.2K | 0.25% | −300−2.7% | Reduced |
| Camden Capital, LLC | 10,681 | $669.2K | 0.07% | +370+3.6% | Added |
| Retirement Planning Co of New England, Inc. | 10,655 | $667.6K | 0.32% | +10,655 | New |
| Finivi Inc. | 10,631 | $666.1K | 0.53% | −155−1.4% | Reduced |
| Diversified Trust Co | 10,608 | $664.6K | 0.02% | +120+1.1% | Added |
| Shoker Investment Counsel, Inc. | 10,596 | $663.9K | 0.22% | −67−0.6% | Reduced |
| Great Diamond Partners, LLC | 10,501 | $657.9K | 0.17% | +273+2.7% | Added |
| Private Capital Management, LLC | 10,500 | $657.8K | 0.07% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 10,493 | $657.3K | 0.01% | +322+3.2% | Added |
| Intrust Bank NA | 10,489 | $657.1K | 0.07% | +106+1.0% | Added |
| Private Trust Co NA | 10,485 | $656.9K | 0.07% | +10.0% | Added |
| Simon Quick Advisors, LLC | 10,459 | $655.3K | 0.04% | +7+0.1% | Added |
| Henry James International Management, Inc. | 10,387 | $650.7K | 0.23% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 10,367 | $649.5K | 0.29% | 00.0% | Unchanged |
| Investors Research Corp | 10,357 | $648.9K | 0.14% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 10,342 | $647.9K | 0.12% | +1,066+11.5% | Added |
| Meridian Wealth Management, LLC | 10,313 | $646.1K | 0.03% | +30+0.3% | Added |
| Integrated Advisors Network LLC | 10,308 | $645.8K | 0.03% | −6,471−38.6% | Reduced |
| Mutual Advisors, LLC | 9,675 | $642.9K | 0.02% | −3,686−27.6% | Reduced |
| Criterion Capital Advisors, LLC | 8,900 | $642.4K | 0.40% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 10,233 | $641.1K | 0.17% | +10,233 | New |
| Qtron Investments LLC | 10,157 | $636.3K | 0.09% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 9,753 | $635.6K | 0.06% | −8,276−45.9% | Reduced |
| Wealth Alliance | 10,133 | $634.8K | 0.08% | −19−0.2% | Reduced |
| Causeway Capital Management LLC | 10,132 | $634.8K | 0.01% | −325,502−97.0% | Reduced |
| Archetype Wealth Partners | 10,105 | $633.0K | 0.09% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,066 | $630.7K | 0.02% | −301−2.9% | Reduced |
| Trust Point Inc. | 10,057 | $630.1K | 0.04% | −494−4.7% | Reduced |
| Gamco Investors, Inc. Et Al | 10,042 | $629.1K | 0.01% | +319+3.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,034 | $628.6K | 0.04% | +10,034 | New |
| Northwest Capital Management Inc | 10,000 | $626.5K | 0.27% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 9,962 | $624.1K | 0.26% | +541+5.7% | Added |
| Grimes & Company, Inc. | 9,921 | $621.5K | 0.02% | +859+9.5% | Added |
| Quotient Wealth Partners, LLC | 9,902 | $620.4K | 0.02% | +6,152+164.1% | Added |
| Penbrook Management LLC | 9,900 | $620.2K | 0.42% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 9,810 | $614.6K | 0.02% | −2,062−17.4% | Reduced |
| 180 Wealth Advisors, LLC | 9,770 | $612.1K | 0.10% | −64−0.7% | Reduced |
| Moody National Bank Trust Division | 9,770 | $612.1K | 0.06% | +5,974+157.4% | Added |
| Rosenberg Matthew Hamilton | 9,767 | $611.9K | 0.16% | −130−1.3% | Reduced |
| W Advisors, LLC | 9,764 | $611.7K | 0.38% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 9,712 | $608.4K | 0.13% | +9,712 | New |
| Jaffetilchin Investment Partners, LLC | 9,662 | $605.3K | 0.04% | +9,324+2,758.6% | Added |
| Bank of Hawaii | 9,658 | $605.1K | 0.03% | −225−2.3% | Reduced |
| Smithfield Trust Co | 9,674 | $605.0K | 0.03% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 9,601 | $601.5K | 0.05% | +6+0.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 9,551 | $598.4K | 0.15% | +26+0.3% | Added |
| Fruth Investment Management | 9,543 | $597.0K | 0.16% | −5−0.1% | Reduced |
| Stock Yards Bank & Trust Co | 9,525 | $596.7K | 0.02% | −8,880−48.2% | Reduced |
| First Wilshire Securities Management Inc | 9,518 | $596.0K | 0.16% | +153+1.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 9,494 | $594.8K | 0.00% | −308−3.1% | Reduced |
| Moneta Group Investment Advisors LLC | 9,489 | $594.5K | 0.01% | −52−0.5% | Reduced |
| Savvy Advisors, Inc. | 9,485 | $594.2K | 0.07% | +9,485 | New |
| Nwam LLC | 9,483 | $594.1K | 0.04% | −162−1.7% | Reduced |
| Gradient Investments LLC | 9,365 | $586.7K | 0.01% | +8+0.1% | Added |
| Ameritas Advisory Services, LLC | 9,351 | $585.9K | 0.02% | +1,459+18.5% | Added |
| NBT Bank N A | 9,325 | $584.2K | 0.04% | −100−1.1% | Reduced |
| Circle Wealth Management, LLC | 9,316 | $583.6K | 0.01% | −379−3.9% | Reduced |
| Harmony Asset Management LLC | 9,307 | $583.1K | 0.23% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 9,290 | $582.0K | 0.18% | +5+0.1% | Added |
| Northeast Financial Consultants Inc | 9,250 | $579.5K | 0.02% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 9,250 | $579.5K | 0.10% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 9,218 | $577.5K | 0.00% | −4,797−34.2% | Reduced |
| Clarius Group, LLC | 9,191 | $575.8K | 0.04% | −435−4.5% | Reduced |
| Cozad Asset Management Inc | 9,094 | $569.7K | 0.05% | +1,373+17.8% | Added |
| Collaborative Wealth Managment Inc. | 9,090 | $569.5K | 0.26% | −85−0.9% | Reduced |
| Gallacher Capital Management LLC | 9,063 | $567.8K | 0.28% | +53+0.6% | Added |
| Farmers & Merchants Investments Inc | 9,055 | $567.3K | 0.02% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 9,050 | $567.0K | 0.32% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 8,951 | $560.8K | 0.16% | +42+0.5% | Added |
| Change Path, LLC | 8,888 | $556.9K | 0.02% | +564+6.8% | Added |
| Eastern Bank | 8,886 | $556.7K | 0.01% | −665−7.0% | Reduced |
| Pensionmark Financial Group, LLC | 8,868 | $555.6K | 0.02% | +3,274+58.5% | Added |